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STOCK TICKER:
First Trust Preferred Securities and Income ETF ETF   (ticker: FPE)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 157,611,117
Previous Holdings: 95,770,178
Change: 64.57%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
MORGAN STANLEY bought45,792,227 45,792,227 CWM, LLC 23%415,582 1,374,945
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 426%3,027,693 3,738,675 Trilogy Capital Inc. sold297,965 0
COUNTRY TRUST BANK bought1,687,782 1,687,782 Streettalk Advisors, LLC sold278,536 0
Milestone Advisory Partners bought796,182 796,182 Carnick & Kubik Group, LLC 87%262,783 39,011
ROYAL BANK OF CANADA 6%769,884 14,118,720 McMahon Financial Advisors, LLC sold161,514 0
SPINNAKER TRUST bought724,959 724,959 Stratos Wealth Partners, LTD. 27%152,361 404,852
Berger Financial Group, Inc bought632,496 632,496 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 7%148,096 1,964,382
Qube Research & Technologies Ltd 50%572,556 1,714,261 Strategic Wealth Advisors Group,Inc. 55%93,311 75,820
Raymond James Financial Services Advisors, Inc. 12%445,342 4,195,502 RED CEDAR INVESTMENT MANAGEMENT, LLC 86%91,647 15,227
ShoreHaven Wealth Partners, LLC bought429,638 429,638 Corient Capital Partners, LLC 79%86,919 22,620
OLD MISSION CAPITAL, LLC bought423,159 423,159 H D Vest Advisory Services 26%80,656 232,189
Icon Wealth Partners, LLC bought406,817 406,817 EATON VANCE MANAGEMENT 3%75,000 2,458,012
UBS Group AG 4%402,837 10,035,917 J P MORGAN CHASE & CO 14%73,552 464,726
PARK NATIONAL CORP /OH/ 27%378,344 1,757,087 WAYNE HUMMER INVESTMENTS L.L.C. sold71,059 0
BABSON CAPITAL MANAGEMENT LLC bought325,973 325,973 OLD MISSION CAPITAL LLC sold60,398 0
Cetera Investment Advisers 131%321,186 566,378 LEVEL FOUR ADVISORY SERVICES, LLC 9%55,978 549,808
GRIMES & COMPANY, INC. 7%296,874 4,338,472 H&H Retirement Design & Management INC sold51,993 0
Verition Fund Managegment LLC bought282,621 282,621 BB&T CORP 3%50,951 1,811,625
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought258,448 258,448 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC sold42,141 0
First Allied Advisory Services, Inc. bought247,584 247,584 American Financial Advisors, LLC 18%31,652 145,028
COMMONWEALTH EQUITY SERVICES, LLC. 27%246,836 1,171,154 Andesa Financial Management Inc. 30%30,637 70,603
Csenge Advisory Group 53%243,295 705,503 Spotlight Asset Group, Inc. 72%28,241 10,996
Gladstone Institutional Advisory LLC 63%222,935 575,293 THRIVENT FINANCIAL FOR LUTHERANS 46%26,398 30,798
LPL Financial CORP 4%207,799 5,375,362 Strategic Blueprint, LLC 68%25,857 12,088
KESTRA PRIVATE WEALTH SERVICES, LLC bought205,369 205,369 BANK OF MONTREAL /CAN/ 7%24,510 304,028
Choice Wealth Advisors, LLC bought197,152 197,152 STIFEL FINANCIAL CORP 66%20,148 10,466
Kinloch Capital, LLC bought191,547 191,547 EPG Wealth Management LLC sold15,308 0
Renaissance Technologies(Jim Simons) 104%185,400 363,400 Flaharty Asset Management, LLC 1%15,162 1,185,685
RAYMOND JAMES & ASSOCIATES 9%184,357 2,186,800 Meridian Wealth Advisors, LLC sold13,699 0
CLS INVESTMENT FIRM, LLC bought163,897 163,897 DEUTSCHE BANK AG 57%13,200 9,924
Holloway Wealth Management, LLC bought158,542 158,542 Winslow, Evans & Crocker, Inc. 46%12,137 14,340
Retirement Group, LLC bought157,942 157,942 Axiom Investment Management LLC sold11,800 0
BSC PRIVATE WEALTH MANAGEMENT, LLC 12%145,649 1,389,330 RVW Wealth, LLC 37%11,316 19,072
Miracle Mile Advisors, LLC 9%139,778 1,646,020 NEXT Financial Group, Inc 18%10,755 49,886
Southern Wealth Management, LLP 20%132,393 778,621 Jaffetilchin Investment Partners, LLC 3%10,581 401,858
JANE STREET GROUP, LLC bought130,245 130,245 MONETA GROUP INVESTMENT ADVISORS INC sold10,329 0
Orion Portfolio Solutions, LLC bought116,187 116,187 Good Life Advisors, LLC sold10,229 0
Janney Montgomery Scott LLC 8%113,957 1,500,262 Financial Enhancement Group LLC 12%8,892 67,795
AMERITAS INVESTMENT CORP bought110,122 110,122 SRS Capital Advisors, Inc. 1%8,670 861,204
Baird Financial Group, Inc. 8%102,841 1,375,977 Atlas Private Wealth Management 4%8,630 212,907
Financial Partners Group, Inc bought101,005 101,005 Financial Network 7%8,413 116,536
Prospera Financial Services 141%94,383 161,111 QP WEALTH MANAGEMENT, LLC 9%8,155 87,070
UMB BANK N A/MO 24%93,932 491,330 Golden State Wealth Management, LLC sold7,931 0
BENJAMIN EDWARDS INC bought88,879 88,879 Frontier Wealth Management LLC 8%7,340 79,231
US BANCORP DE 213%86,543 127,212 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 7%7,175 102,957
Insight Advisors, LLC/ PA bought86,493 86,493 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 23%6,663 22,539
Clear Creek Financial Management, LLC bought76,266 76,266 LINCOLN NATIONAL CORP 3%6,442 218,544
LexAurum Advisors, LLC bought70,869 70,869 AMERIPRISE FINANCIAL INC 25%6,344 19,326
GILL CAPITAL PARTNERS, LLC bought70,638 70,638 GLENMEDE TRUST CO NA sold6,297 0
MAI Wealth Advisors bought66,096 66,096 VISTA INVESTMENT MANAGEMENT 6%5,842 84,163
BANK OF AMERICA CORP /DE/ 1%64,050 7,200,191 WEDBUSH MORGAN SECURITIES INC 5%5,640 110,395
Ironwood Investment Counsel, LLC 69%63,757 156,482 FLAGSHIP HARBOR ADVISORS, LLC sold5,249 0
Multi-Financial Securities Corp 36%63,177 241,029 Equitable Holdings, Inc. 3%5,004 167,669
Regal Investment Advisors, LLC bought62,032 62,032 Busey Trust CO 19%4,828 19,977
Brendel Financial Advisors LLC 74%58,123 137,067 PSI Advisors, LLC 8%4,701 53,512
ENVESTNET ASSET MANAGEMENT INC 4%57,241 1,638,520 First Heartland Consultants, Inc. 2%4,335 169,802
Colonial River Wealth Management, LLC bought54,519 54,519 National Asset Management, Inc. 12%4,038 30,850
Magnus Financial Group LLC 6%53,562 936,835 Founders Financial Alliance, LLC sold3,708 0
HARBOR FINANCIAL SERVICES, LLC bought49,733 49,733 Biltmore Capital Advisors LLC sold3,650 0
NORTHWEST WEALTH MANAGEMENT, LLC 72%48,841 116,210 Gradient Investments LLC 1%3,530 271,505
Reitz Capital Advisors LLC 42%47,958 163,159 MML INVESTORS SERVICES, LLC 1%3,515 465,159
Kestra Advisory Services, LLC 5%46,656 1,043,517 WELLS FARGO & CO/MN 1%3,339 448,404
SSI INVESTMENT MANAGEMENT INC 19%43,715 269,420 QCI ASSET MANAGEMENT INC/NY 14%2,920 18,634
Rockefeller Capital Management L.P. 16%43,321 311,642 Jacobi Capital Management LLC 26%2,840 8,157
Accel Wealth Management bought42,933 42,933 Advisors Asset Management, Inc. 22%2,662 9,557
Mirae Asset Global Investments Co., Ltd. 35%42,069 163,521 SMITHFIELD TRUST CO sold2,464 0
COZAD ASSET MANAGEMENT INC bought41,772 41,772 Atlas Private Wealth Advisors 10%2,374 20,635
Strategic Financial Group, LLC 19%41,649 260,720 Neuberger Berman Group LLC 15%2,230 12,670
Elk River Wealth Management, LLC bought40,967 40,967 Wills Financial Group, Inc. 1%2,152 317,550
Navis Wealth Advisors, LLC bought40,000 40,000 CAPTRUST FINANCIAL ADVISORS 33%1,976 3,962
NORTHERN OAK CAPITAL MANAGEMENT INC 8%37,504 489,349 Oxbow Advisors, LLC 3%1,830 52,141
Goss Wealth Management LLC bought35,804 35,804 Wunderlich Securities, Inc. 1%1,648 275,342
Alpha Cubed Investments, LLC bought35,060 35,060 Edmonds Duncan Registered Investment Advisors, LLC 1%1,620 119,769
FIRST HAWAIIAN BANK 58%34,620 94,600 M Holdings Securities, Inc. 6%1,486 25,427
THOROUGHBRED FINANCIAL SERVICES, LLC bought32,032 32,032 STEPHENS INC /AR/ 5%1,474 29,380
CITIGROUP INC 14%31,507 249,874 Nachman Norwood & Parrott, Inc sold1,448 0
Advisor OS, LLC 8%31,238 423,129 Clark Capital Management Group, Inc. 1%1,268 208,768
Valmark Advisers, Inc. 32%30,035 123,166 Quantitative Advantage LLC 1%1,142 76,633
Koshinski Asset Management, Inc. bought29,973 29,973 M&R CAPITAL MANAGEMENT INC 4%990 21,563
Western Wealth Management, LLC 19%28,881 178,716 SeaCrest Wealth Management, LLC 2%924 48,146
CREATIVE FINANCIAL DESIGNS INC /ADV bought28,653 28,653 DAVIDSON D A & CO 2%871 55,377
American Institute for Advanced Investment Management, LLP 30%27,501 119,512 BURNS J W & CO INC/NY 1%725 56,775
Kovack Advisors, Inc. 33%25,889 104,194 Sowell Financial Services LLC 27%648 1,759
KMG FIDUCIARY PARTNERS, LLC 13%25,867 225,796 ASSOCIATED BANC-CORP 1%620 119,746
Cypress Capital Group 22%24,980 139,975 Plante Moran Financial Advisors Ltd Partnership 19%593 2,462
FIRST TRUST ADVISORS LP 6%23,114 432,357 Creative Planning 2%566 30,944
Belpointe Asset Management LLC bought22,093 22,093 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 2%522 32,903
MCDONALD PARTNERS LLC bought21,666 21,666 JNBA Financial Advisors sold500 0
Steward Partners Investment Advisory, LLC 12%21,502 201,808 AlphaMark Advisors, LLC sold400 0
BENJAMIN F. EDWARDS & COMPANY, INC. 13%20,467 178,220 Mendel Money Management 3%375 10,846
ARQ WEALTH ADVISORS, LLC bought20,095 20,095 OPPENHEIMER & CO INC 1%320 31,665
Renasant Bank bought20,035 20,035 Stonebridge Financial Planning Group, LLC 0%263 114,120
Wealthstreet Investment Advisors, LLC bought20,000 20,000 F3Logic, LLC sold117 0
TWIN FOCUS CAPITAL PARTNERS, LLC bought20,000 20,000 Aurora Private Wealth, Inc. 1%104 13,184
J.W. COLE ADVISORS, INC. bought18,867 18,867 SIMPLEX TRADING, LLC sold100 0
Hardy Reed LLC 8%18,755 246,399 SUMMIT FINANCIAL GROUP INC 0%87 25,306
HCR Wealth Advisors 2%18,719 850,442 Financial Advocates Investment Management 0%81 50,428
IFG Advisory, LLC 23%18,054 96,980 CVA Family Office, LLC no change 266
LAKE STREET FINANCIAL LLC 18%17,129 110,184 Sound Income Strategies, LLC no change 171
Summit Financial Wealth Advisors, LLC 1%15,563 1,324,125 OLD DOMINION CAPITAL MANAGEMENT INC no change 20,097
Sigma Planning Corp 5%15,442 298,226 WENDELL DAVID ASSOCIATES INC no change 13,000
CHIRON CAPITAL MANAGEMENT, LLC 112%15,434 29,212 Principle Wealth Partners LLC no change 18,574
STABLEFORD CAPITAL II LLC bought15,300 15,300 Capital Advisors, Ltd. LLC no change 9,849
ProVise Management Group, LLC bought15,186 15,186 Pinnacle Bank no change 7,682
IHT Wealth Management, LLC 10%15,110 164,745 BELLEVUE ASSET MANAGEMENT, LLC no change 7,097
Altus Wealth Group LLC bought14,692 14,692 Shulman DeMeo Asset Management LLC no change 21,849
Cadent Capital Advisors, LLC bought14,044 14,044 TRUSTCORE FINANCIAL SERVICES, LLC no change 23,448
Quad-Cities Investment Group, LLC 5%13,435 297,544 Advanced Asset Management Advisors Inc no change 46,000
HRT FINANCIAL LLC bought13,227 13,227 P-Solve LLC no change 114,045
Holistic Financial Partners bought13,068 13,068 TELEMUS CAPITAL, LLC no change 40,500
BEACON FINANCIAL GROUP 2%12,851 813,651 CRA Financial Services, LLC no change 36,660
Arkadios Wealth Advisors 890%12,625 14,044 Baker Avenue Asset Management, LP no change 25,640
LVZ Advisors, Inc. 24%12,547 65,488 Covington Capital Management no change 5,214
IFP Advisors, Inc bought12,545 12,545 WHITTIER TRUST CO no change 5,000
Karp Capital Management Corp 2%12,208 574,926 Front Row Advisors LLC no change 1,192
Measured Wealth Private Client Group, LLC 3%12,018 375,036 CULLEN FROST BANKERS INC no change 1,225
FDx Advisors, Inc. 9%11,874 143,721 Hexagon Capital Partners LLC no change 1,190
SHEETS SMITH & ASSOCIATES INC bought11,594 11,594 HARBOR INVESTMENT ADVISORY, LLC no change 1,116
UNITED CAPITAL FINANCIAL ADVISERS,INC. 25%11,397 57,242 AllSquare Wealth Management LLC no change 492
Sawtooth Asset Management, Inc. bought11,336 11,336 CITY HOLDING CO no change 1,800
Cedar Brook Financial Partners, LLC bought11,229 11,229 LIBERTY WEALTH MANAGEMENT LLC no change 2,409
Wagner Wealth Management, LLC bought11,118 11,118 Retirement Network no change 4,315
BHF RG Capital Inc. 6%11,097 184,687 Hudock Moyer Wealth Resources, LLC no change 4,000
Blackhawk Capital Partners LLC. bought10,989 10,989 Princeton Global Asset Management LLC no change 3,650
Capital Square, LLC bought10,756 10,756 Cordasco Financial Network no change 2,500
BLAIR WILLIAM & CO/IL bought10,543 10,543 Efficient Wealth Management LLC no change 315
Pensionmark Financial Group, LLC bought10,285 10,285
ATRIA INVESTMENTS LLC 19%10,023 62,461
SYNOVUS FINANCIAL CORP 25%9,842 48,490
Americana Partners, LLC 9%8,730 101,674
Empirical Financial Services, LLC 2%8,524 501,914
Hillstrust bought7,657 7,657
Soltis Investment Advisors LLC 7%7,566 123,616
Vestmark Advisory Solutions, Inc. 40%6,912 24,261
Vivaldi Capital Management, LLC 46%6,825 21,825
FinTrust Capital Advisors, LLC bought6,680 6,680
Chicago Partners Investment Group LLC 7%6,426 93,979
DB Wealth Management Group, LLC bought6,294 6,294
Claro Advisors LLC 30%6,256 27,307
Mutual Advisors, LLC 4%6,187 160,360
Aspen Investment Management Inc 2%5,294 235,308
Sequoia Financial Advisors, LLC 8%5,170 69,416
Private Advisor Group, LLC 2%5,063 243,265
PRW Wealth Management LLC 50%5,000 15,000
Newman Dignan & Sheerar, Inc. 2%4,658 300,528
PARK AVENUE SECURITIES LLC 11%4,606 46,577
Migdal Insurance & Financial Holdings Ltd. bought4,460 4,460
DAVENPORT & CO LLC 4%4,142 99,245
BREITER CAPITAL MANAGEMENT INC 8%3,990 53,065
Advisory Services Network, LLC 4%3,870 95,966
AE Wealth Management LLC 15%3,854 30,249
Harvest Investment Services, LLC 4%3,527 89,910
Capital Investment Advisory Services, LLC 9%3,365 42,923
Archer Investment Corp 1%3,291 378,388
GREAT VALLEY ADVISOR GROUP, INC. 11%2,948 29,339
Carmichael Hill & Associates, Inc. 55%2,789 7,815
MERCER GLOBAL ADVISORS INC /ADV 19%2,646 16,935
Moors & Cabot, Inc. 5%2,415 49,564
Providence Wealth Advisors, LLC 3%2,300 79,025
PARAMETRIC PORTFOLIO ASSOCIATES 3%2,279 90,910
Patriot Financial Group Insurance Agency, LLC 2%2,203 102,376
M&T BANK CORP 4%2,124 51,631
Steel Peak Wealth Management LLC 4%1,913 52,756
Kingsview Wealth Management, LLC 5%1,664 34,314
Syverson Strege & Co bought1,658 1,658
WealthBridge Capital Management, LLC 3%1,613 64,889
Integrated Wealth Concepts LLC 11%1,611 16,433
Global Retirement Partners, LLC 24%1,372 7,141
Cornell Pochily Investment Advisors, Inc. 2%1,339 89,476
RFG Advisory Group, LLC 9%1,250 14,787
Hilltop Holdings Inc. 2%1,163 56,233
Capital Analysts, Inc. 261%1,122 1,552
Column Capital Advisors, LLC 539%1,078 1,278
SMITH CAPITAL MANAGEMENT INC /AR/ADV 2%1,000 64,843
MONTAG A & ASSOCIATES INC bought1,000 1,000
Brown Advisory Securities, LLC 1%1,000 88,438
Truadvice, LLC 6%991 17,783
STRINGER ASSET MANAGEMENT, LLC 1%898 138,080
QUADRANT CAPITAL GROUP LLC bought800 800
Jacobsen Capital Management 1%745 100,487
Oder Investment Management, LLC bought732 732
AdvisorNet Financial, Inc 1%650 60,733
Tradition Wealth Management, LLC bought500 500
Merrion Investment Management Co, LLC bought487 487
Capstone Triton Financial Group, LLC bought473 473
Private Portfolio Partners LLC 4%448 11,394
1776 Wealth LLC 2%416 24,722
We Are One Seven, LLC 2%384 20,610
TCI Wealth Advisors, Inc. bought368 368
Carroll Financial Associates, Inc. 221%272 395
Concentrum Wealth Management 0%212 113,349
Cooper Financial Group 1%195 18,539
Hochman Cole Investment Advisors, Inc. 1%181 13,556
Kerntke Otto McGlone Wealth Management Group 1%180 15,398
Rosenberg Matthew Hamilton 4%139 3,789
CENTAURUS FINANCIAL, INC. 1%130 11,272
IBEX WEALTH ADVISORS 0%90 18,379
Investors Research Corp 3%89 3,614
Moser Wealth Advisors, LLC 0%48 73,527
Sound View Wealth Advisors Group, LLC 0%32 17,371
Emerald Investment Partners, LLC 0%13 12,898
FMR LLC 250%5 7
Savior LLC 0%1 332
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